Level Up Your Finances Retirement Tax Planning Investments Stock Options Goals Confidence Life

Can You Improve Your Finances?

This is honestly the biggest question you need to answer. Can you make major improvements to your financial situation?

 

What has been holding you back up until now? 

  • Time
  • Energy 
  • Knowledge
  • Clarity 
  • Lack of interest
  • Afraid to make a mistake
  • Procrastination

Would working with a financial expert streamline your ability to establish a real strategy and actually implement it?

I believe that Leveling Up Financially is permanent! 

As you improve your finances, you gain momemtum and confidence, which makes it easier to achieve your goals while living your best life.

Cost of Financial Planning

Old School

Unfortunately, all financial advisors are not created equally. A majority of individuals and large companies are transaction based which leads to you being sold too, yuck.

 

Often, these advisors will not provide much value outside of investment management, and may receive large commissions to sell you a product that may not be in your best interest.

Level Up Pricing

To make real financial strategies accessible, I provide three service levels. All levels allow us to collaborate on what matters most to you and create a path to you reaching your goals with confidence.

 

Since Level Up Financial Planning is a Fee-Only Financial Planner, we only serve our clients best interest, and there are no sales. Just transparent service levels that maximize your ability to improve your finances and most importantly your quality of life.

Choose Your Level Up Service Level

Coaching

Do you want to learn how to make smart money moves? Education-based meetings to help you take your financial confidence to the next level!

3 Hour Starter Pack

Case Study

Starter Pack

Coaching
$ 999 3 Hour Package
  • Common Coaching Topics
  • Budgetting
  • Debt management
  • Understanding your taxes
  • Understanding your stock options (RSUs, NQSOs, ISOs)
  • Understanding your 401(K)
  • Understanding your employer benefits
  • Goal discovery
  • Student loans
  • Joining finances

Comprehensive Financial Planning

Do you want to have a real plan so that you know how to maximize your life today while being confident and excited about your future?

Strategy Guide

(Comprehensive Financial Planning)
$ 750 Start-Up + $150/month
  • 4 Meeting Level Up Process
  • Clarify your goals
  • Focus on the key actions that will unlock your next level of financial success
  • Game plan & track progress towards all of your goals
  • Access your whole financial picture in one spot
  • Quarterly checkpoint meetings
  • On-demand meetings and communication for when life changes
  • Discounted tax filing through Power Up Tax Planning Services
  • Investment Management not included*
SOLO

Comprehensive Financial Planning

Do you want to have a real plan so that you know how to maximize your life today while being confident and excited about your future?

Strategy Guide

(Comprehensive Financial Planning)
$ 999 Start-Up + $200/month
  • 4 Meeting Level Up Process
  • Clarify your goals
  • Focus on the key actions that will unlock your next level of financial success
  • Game plan & track progress towards all of your goals
  • Access your whole financial picture in one spot
  • Quarterly checkpoint meetings
  • On-demand meetings and communication for when life changes
  • Discounted tax filing through Power Up Tax Planning Services
  • Investment Management not included*
CO-OP

Wealth Management

Not comfortable making investment decisions? We will build your investment portfolio that fits within your risk tolerance & allows you to reach your goals.

Wealth Management

0.9% of assets managed
  • Identify return needed to reach your goals
  • Identify your investment stats
  • Tax-optimization & strategy
  • Low-cost investments
  • *Strategy Guide Required
  • Start-up cost waived at $100,000 of assets managed
  • Monthly cost is halved at $200,000 of assets managed
  • Monthly cost waived at $300,000 of assets managed
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